Purchases and Sales Made in Q4 2024 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-55- 1.56% |
$7.4K - $8.29K
|
3.47K
$486K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.1% |
$7.53K - $8.44K
|
54.1K
$7.58M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-59- 0.49% |
$7.94K - $8.89K
|
12K
$1.68M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 1.15% |
$8.07K - $9.04K
|
5.17K
$724K
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-64- 0.89% |
$8.61K - $9.64K
|
7.09K
$994K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-66- 1.56% |
$8.88K - $9.94K
|
4.16K
$583K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-70- 0.38% |
$9.42K - $10.5K
|
18.4K
$2.57M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-73- 3.52% |
$9.82K - $11K
|
2K
$281K
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-77- 0.57% |
$10.4K - $11.6K
|
13.5K
$1.89M
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-78- 1.19% |
$10.5K - $11.8K
|
6.46K
$906K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-86- 1.7% |
$11.6K - $13K
|
4.97K
$697K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-93- 0.66% |
$12.5K - $14K
|
14.1K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-97- 4.76% |
$13K - $14.6K
|
1.94K
$272K
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-106- 1.89% |
$14.3K - $16K
|
5.52K
$773K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-107- 1.55% |
$14.4K - $16.1K
|
6.81K
$955K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-123- 29.71% |
$16.5K - $18.5K
|
291
$40.8K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-130- 0.96% |
$17.5K - $19.6K
|
13.4K
$1.88M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-132- 1.07% |
$17.8K - $19.9K
|
12.1K
$1.7M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-133- 2.46% |
$17.9K - $20K
|
5.26K
$737K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-140- 6.97% |
$18.8K - $21.1K
|
1.87K
$262K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-144- 1.89% |
$19.4K - $21.7K
|
7.47K
$1.05M
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-158- 0.52% |
$21.3K - $23.8K
|
30.3K
$4.24M
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-183- 2.69% |
$24.6K - $27.6K
|
6.62K
$927K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-189- 9.98% |
$25.4K - $28.5K
|
1.71K
$239K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-190- 6.65% |
$25.6K - $28.6K
|
2.67K
$373K
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-190- 0.57% |
$25.6K - $28.6K
|
33.3K
$4.66M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-196- 3.41% |
$26.4K - $29.5K
|
5.56K
$779K
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-226- 0.69% |
$30.4K - $34K
|
32.6K
$4.56M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-237- 1.02% |
$31.9K - $35.7K
|
23.1K
$3.24M
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-237- 0.44% |
$31.9K - $35.7K
|
53.2K
$7.45M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-238- 5.83% |
$32K - $35.9K
|
3.85K
$539K
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-253- 9.22% |
$34K - $38.1K
|
2.49K
$349K
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-275- 4.63% |
$37K - $41.4K
|
5.66K
$793K
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-278- 10.83% |
$37.4K - $41.9K
|
2.29K
$321K
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-291- 0.75% |
$39.1K - $43.8K
|
38.8K
$5.43M
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-299- 3.63% |
$40.2K - $45K
|
7.95K
$1.11M
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-304- 2.81% |
$40.9K - $45.8K
|
10.5K
$1.47M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-312- 16.1% |
$42K - $47K
|
1.63K
$228K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-330- 4.62% |
$44.4K - $49.7K
|
6.81K
$954K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-330- 3.9% |
$44.4K - $49.7K
|
8.13K
$1.14M
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-360- 0.99% |
$48.4K - $54.2K
|
36.1K
$5.06M
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-379- 0.52% |
$51K - $57.1K
|
72.4K
$10.1M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-388- 12.41% |
$52.2K - $58.5K
|
2.74K
$384K
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
SELL
|
- |
-403- 8.49% |
$54.2K - $60.7K
|
4.34K
$608K
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-420- 1.99% |
$56.5K - $63.3K
|
20.7K
$2.89M
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-479- 10.85% |
$64.4K - $72.2K
|
3.94K
$551K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-484- 4.44% |
$65.1K - $72.9K
|
10.4K
$1.46M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-497- 12.7% |
$66.9K - $74.9K
|
3.42K
$479K
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-529- 7.13% |
$71.2K - $79.7K
|
6.89K
$965K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-535- 2.77% |
$72K - $80.6K
|
18.8K
$2.63M
|